← All themes Defense Modernization

Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2476	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$252K	$0	1	0.12%	Maintained
2477	WWM Windsor Wealth Management Indianapolis, Indiana	$252K	+$237K	1	0.05%	New
2478	WMP Wealth Management Partners Tucson, Arizona	$251K	-$79K	1	0.17%	Reduced
2479	BIP Blueprint Investment Partners Greensboro, North Carolina	$250K	-$87	1	0.06%	Reduced
2480	CL COWA LLC Tulsa, Oklahoma	$249K	+$2.27K	1	0.13%	Increased
2481	SCA Sandy Cove Advisors Hingham, Massachusetts	$249K	+$254K	2	0.21%	New
2482	S Seeyond Paris, France	$249K	-$2.2M	1	0.02%	Reduced
2483	BIM Bullseye Investment Management Cincinnati, Ohio	$248K	+$251K	1	0.18%	New
2484	CCG Chatham Capital Group Savannah, Georgia	$247K	$0	1	0.04%	Maintained
2485	FCFC First Citizens Financial Corp Mason City, Iowa	$246K	$0	1	0.18%	Maintained
2486	LC Landaas & Company Milwaukee, Wisconsin	$246K	$0	1	0.13%	Maintained
2487	LSA L & S Advisors Los Angeles, California	$246K	-$2.19M	1	0.03%	Reduced
2488	River Road Asset Management Louisville, Kentucky	$246K	-$310K	1	0%	Reduced
2489	SGI Summit Global Investments Bountiful, Utah	$246K	-$3.85M	1	0.02%	Reduced
2490	FNC First National Corp Rockland, Massachusetts	$245K	+$7.06K	1	0.05%	Increased
2491	RCI RS Crum Inc Newport Beach, California	$245K	+$248K	1	0.14%	New
2492	SHFA SC&H Financial Advisors Sparks, Maryland	$245K	+$235K	1	0.14%	New
2493	AW Apricus Wealth Beaufort, South Carolina	$244K	+$247K	1	0.22%	New
2494	OWA Opal Wealth Advisors Jericho, New York	$244K	+$247K	1	0.15%	New
2495	PP PDS Planning Dublin, Ohio	$243K	-$210K	1	0.05%	Reduced
2496	SG Stonnington Group Pasadena, California	$242K	+$10.8K	1	0.05%	Increased
2497	BOM Bank of Marin Novato, California	$241K	-$7.14K	1	0.16%	Reduced
2498	CM Capital Management Glen Allen, Virginia	$240K	$0	1	0.05%	Maintained
2499	MCM McRae Capital Management Morristown, New Jersey	$240K	-$105K	1	0.05%	Reduced
2500	OWM Opes Wealth Management Menlo Park, California	$239K	-$4.53K	1	0.07%	Reduced